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Client Advisor - KGI SECURITIES (SINGAPORE) PTE. LTD.
KGI SECURITIES (SINGAPORE) PTE. LTD.D01 Cecil, Marina, People’s Park, Raffles Place, SG12 days ago
Job descriptionExperience in wealth management / investment advisory sales. Recognized university degree and relevant certification. Proven track record in client acquisition and retention success. Disciplined, with deep understanding of Compliance and Regulatory framework of the industry. Extensive investment product and market knowhow. Strong relationship management and sales skills. Driven, client-oriented with strong business acumen.
Roles & Responsibilities
Responsibilities
- Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives.
- Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities.
- Coordinate cross-border wealth management solutions, leveraging KGI’s integrated financial services across capital markets, private equity, insurance, and structured solutions.
- Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards.
- Ensure compliance with regulatory standards, internal policies, and KGI’s risk management frameworks.
- Contribute to business development strategies, market insights, and enhancement of KGI’s wealth management offerings.
- Any other ad-hoc responsibilities assigned.
Requirements
Tell employers what skills you have
Wealth Management
Marketing Strategy
Sales Management
Relationship Management
customer account management
Developed business plans
Compliance
AML
KYC
Financial Services
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Client Advisor • D01 Cecil, Marina, People’s Park, Raffles Place, SG